Insurance and Financial Advisor (m/f/d) – Career changers welcome – General Agency Wil (Region Wil or Rapperswil)
Swiss Life AG
Wil
Key information
- Publication date:31 July 2025
- Workload:100%
- Place of work:Wil
Job summary
Join Swiss Life, a leader in financial advising and planning. Enjoy a supportive and flexible environment with tailored opportunities.
Tasks
- Nurture and maintain existing client relationships effectively.
- Systematically acquire new clients through market engagement.
- Conduct comprehensive financial and retirement consultations.
Skills
- Completed vocational training with a strong sales flair.
- Entrepreneurial mindset, resilient and outgoing personality.
- Goal-oriented and high commitment to performance.
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Your area of responsibility
- Care and maintenance of existing relationships with clients
- Acquisition of new clients through systematic market cultivation
- Conducting comprehensive insurance and financial consultations
- Development and sale of individual, tailored solutions in the areas of insurance and wealth building
- Representation of our company in the sales area
- Referral of business to our cooperation partners
Your strengths
- Completed vocational training
- Strong sales and consulting flair
- High commitment, goal-oriented and performance-oriented working style
- Entrepreneurial thinking, resilient and sociable
- Attractive, success-dependent compensation
- Monthly expense allowance
- Between 25 and 27 vacation days
- Recognition of service anniversaries every five years
- Flexible working hours
- Time-out models
- Flexible working models 58+
- Internal training and further education in the field
- External training and further education
- Electronic learning platform
About Swiss Life
With our individual insurance and financial consulting, we accompany people in all life situations in preparing for their financial future and support them in shaping their lives in a financially self-determined way.
